While the start of work on China's colossal new hydropower project in Tibet sent infrastructure stocks surging this week, construction won't do much to boost the economy. Meanwhile, US-China trade talks are set to take place next week in Stockholm against the backdrop of a further warming of relations between the two sides.
We will be holding an online Drop-In next week to discuss the implications of recent US trade deals for regional supply chains, global fracturing, economic growth, and financial markets across Asia. To register click here.
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